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services:client_talent_management:agent_management_-_isa_initial_introduction [2018/07/21 20:17]
raquelmartin
services:client_talent_management:agent_management_-_isa_initial_introduction [2018/08/02 16:32] (current)
100.43.90.100 ↷ Links adapted because of a move operation
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 Additional information to review the business services of Best Agent Business can be found here: [[:​business_team|Best Agent Business - Business Team]]. Additional information to review the business services of Best Agent Business can be found here: [[:​business_team|Best Agent Business - Business Team]].
  
-Provide overview and the goals of the project and explain that you are speaking with the Agents and ISA's to gather more information on current processes and their requirements of the system. It is helpful to spend some time in the database before your call familiarizing yourself with their calling account, all leads, and how they use the database. Record your findings.\\ \\  Be prepared to review the basics of Lead Management. Review the Standard Contact Types and explain the importance of a consistent and clean database across a team to be able to manage and report on status and success. Standard Contact Types can be found here: [[services:​lead_management:​lead_management_-_standard_contact_types|Standard Contact Types]]+Provide overview and the goals of the project and explain that you are speaking with the Agents and ISA's to gather more information on current processes and their requirements of the system. It is helpful to spend some time in the database before your call familiarizing yourself with their calling account, all leads, and how they use the database. Record your findings.\\ \\  Be prepared to review the basics of Lead Management. Review the Standard Contact Types and explain the importance of a consistent and clean database across a team to be able to manage and report on status and success. Standard Contact Types can be found here: [[services:​lead_management:​lead_management:​core_database_coding|Standard Contact Types]]
  
  
  • services/client_talent_management/agent_management_-_isa_initial_introduction.txt
  • Last modified: 2018/08/02 16:32
  • by 100.43.90.100